Institutional Ownership Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV). We have compiled data on the 851 institutions that hold shares in the stock, with a total of 26.8 Million shares, which have been reported (via 13F filing form) to have a value of $9.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
1,813
shares
|
$622,094
0.0% of portfolio
|
Q3 2024
Reduced 48.3%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
1,791
shares
|
$614,545
0.05% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
1,728
shares
|
$592,928
0.02% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
1,717
shares
|
$589,154
0.01% of portfolio
|
Q2 2020
Reduced 24.59%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
1,717
shares
|
$589,154
0.04% of portfolio
|
Q4 2023
Added 240.0%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
1,707
shares
|
$585,722
0.14% of portfolio
|
Q1 2022
Added 51.87%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
1,700
shares
|
$583,321
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
1,695
shares
|
$581,605
0.23% of portfolio
|
Q4 2022
Reduced 6.61%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
1,694
shares
|
$581,262
0.06% of portfolio
|
Q2 2024
Reduced 13.31%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
1,683
shares
|
$577,487
0.01% of portfolio
|
Q3 2024
Reduced 18.38%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
1,679
shares
|
$576,115
0.05% of portfolio
|
Q3 2024
Reduced 18.81%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,658
shares
|
$568,909
0.16% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
1,651
shares
|
$566,507
0.38% of portfolio
|
Q2 2024
Reduced 6.62%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
1,649
shares
|
$565,821
0.02% of portfolio
|
Q2 2022
Added 30.46%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
1,628
shares
|
$558,615
0.13% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
1,626
shares
|
$557,929
0.01% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
1,614
shares
|
$553,811
0.01% of portfolio
|
Q2 2024
Added 50.28%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
1,610
shares
|
$552,439
0.02% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
1,600
shares
|
$549,008
0.14% of portfolio
|
Q4 2017
New holding
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
1,582
shares
|
$542,831
0.02% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
1,569
shares
|
$538,370
0.2% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,569
shares
|
$538,370
0.02% of portfolio
|
Q3 2024
Reduced 13.17%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
1,565
shares
|
$536,998
0.03% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
1,560
shares
|
$535,282
0.01% of portfolio
|
Q3 2024
Added 15.99%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
1,557
shares
|
$534,253
0.36% of portfolio
|
Q1 2021
New holding
|